See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,390 | $87,733+53.2% | $106,548+26.1% | $85,850+56.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.91% | 21.86%-11.0pp | 26.80%-15.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,497 | $2,073-27.8% | $2,819-46.9% | $2,565-41.7% |
| Participant deferral / active EE | $4,593 | $3,469+32.4% | $4,398+4.4% | $3,952+16.2% |
| Admin fee / account holder | $9,404 | $6,767+39.0% | $7,407+27.0% | $6,260+50.2% |